BEND, OR – September 26, 2018 – Sophistiplate is a line of uniquely eye-catching disposable tableware developed, crafted, and manufactured in Italy, and was birthed into existences by the entrepreneurial spirit of a father and son pairing who conceived of the idea while they were traveling through Europe.
Sophistiplate acquired a secondary line of goods into their company and they needed to transfer the data from the newly acquired company into their existing CRM in Salesforce. The secondary company was using a Legacy CRM. Sophistiplate wanted to therefore integrate Shopify so that they could have all of the accounts in one database rather than needing to move from platform to platform in order to manage the business of both storefronts.
Cloud Creations was able to meet Sophistiplate’s needs by implementing a spreadsheet import and export of the secondary company’s product lines, and data. Cloud Creations utilized apex and web services to connect with the Shopify API, to create a bidirectional integration between the two systems. This allowed Sophistiplate to itemize both companies’ products into a central database for cleaner and clearer order production, contact information, and data collection.
Also, this integration was able to root out duplicate files from the central CRM in Salesforce that Sophistiplate were utilizing. Check out the tag in the upper right hand corner “We found no potential duplicates of this account.”
Sub panel displays streamlined account information more efficiently as well.
Sophistiplate was able to expand on the information and data that they had on accounts and products utilizing a data migration into Salesforce.
Check out the two columns of account information that can be captured using a Shopify install and sync to Salesforce!
See it in the screenshot below.
Products field displays illustrate the added advantages of data expansion using the Shopify integration.
Follow the arrows to see the advantages!
Sophistiplate had the centralized CRM platform that they were seeking. They had a way to put the data and order information from both companies into one place where they could track the businesses more efficiently, and utilize the data more efficiently without having to move from one CRM to another wasting time and resources.